Tax Senior Manager, Core Tax Services

BDO USA • Norfolk, VA

10d • $125,000 - $225,000

About The Position

The Core Tax Services Senior Manager advises clients on the tax implications of their business objectives, evaluates alternatives to reduce tax burdens and compliance costs, and identifies methods for complying with tax regulations. The role serves as the primary client contact for complex tax issues, identifies and communicates potential tax risks and policy changes, and makes senior-level decisions regarding tax filings, preparation, and resolution of inquiries from federal and state agencies. The Senior Manager is also a key member of the office or regional leadership team and participates in marketing, networking, and business development while maintaining client relationships.

The position oversees tax compliance, research, ASC 740 tax accruals, tax consulting, tax specialization, and strategy development. It supervises associates and senior associates by reviewing their work, training and mentoring them, managing workloads, and providing performance feedback. The role requires a bachelor's degree and at least eight years of relevant experience, prior supervisory experience, and a CPA, attorney, IRS Enrolled Agent, or equivalent designation.

Requirements

• Bachelor's degree required.
• Eight or more years of prior relevant tax experience and/or experience in public accounting, private industry accounting, or consulting/professional services required.
• Prior supervisory experience required.
• CPA certification, admission as an attorney in a U.S. jurisdiction, IRS Enrolled Agent designation, or equivalent required.
• Superior verbal and written communication skills.
• Ability to delegate effectively.
• Strong analytical, research, critical-thinking, and decision-making skills.
• Ability to work effectively in a team environment.
• Ability to develop and manage a team of tax professionals.
• Ability to compose written tax advice.
• Ability to develop and maintain client relationships.
• Executive presence and ability to act as the primary client contact for presenting and resolving issues.

Nice To Haves

• Bachelor's degree major in Accounting, Finance, Economics, or Statistics.
• Master's degree in Accountancy or Taxation.
• Industry expertise in one or more tax specialties.
• Other professional degrees or certifications applicable to the role.
• Proficiency with the Microsoft Office Suite.
• Experience with tax research databases and tax compliance process software.

Responsibilities

• Ensure clients comply with applicable authorities while minimizing tax and reporting burdens, and ensure service teams comply with firm policies and the BDO Tax Quality Manual.
• Conduct top-level reviews of tax returns and resolve tax issues with clients, involving specialists when appropriate.
• Identify material tax and compliance issues early and consult with clients or partners as appropriate.
• Identify research needs, frame issues clearly, provide efficient research methodology, and communicate research analysis.
• Train managers and staff in research skills and involve firm specialists when appropriate.
• Apply firm policies and standards and ASC 740 requirements to tax accruals and provisions; review tax provisions and workpapers.
• Explain income tax provision components, uncertain tax positions, and ASC 740 complexities to clients.
• Recommend and implement effective tax methods that maximize client benefits and manage risk.
• Coordinate with STS specialists, monitor applicable tax consulting work plans, implement firm strategies, and manage client expectations.
• Manage written or telephone inquiries from federal and state agencies and assist with appeals-level protests.
• Develop technical and practical expertise in one or more tax specialties and, as applicable, conduct or participate in external CPE training and mentor colleagues.
• Research and implement tax strategies, improve prior work products and approaches, present complex strategies to clients and prospects, and potentially lead marketing campaigns.
• Participate in marketing, networking, and business development while maintaining client relationships and serving as the primary contact for complex questions.
• Supervise associates and senior associates, review their work, train them on current software tools, serve as a career advisor, schedule and manage workloads, and provide performance feedback.
• Perform other duties as required.

Benefits

• Employee Stock Ownership Plan (ESOP) beneficial ownership and participation in the firm's success.
• Comprehensive compensation and Total Rewards benefits offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior